Kimberly Ann Trimmer
Investment adviser representative at Citigroup Global Markets Inc.
15 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Citigroup Global Markets Inc.Aug 2026 to now
- Citigroup GlobalAug 2026 to now
- Affinity FcuApr 2023 to Aug 2026
- LPL Financial LLCApr 2023 to Aug 2026
- Raymond James Financial Services Advisors, Inc.Nov 2022 to Apr 2023
- Lakeland Financial Services Agency IncJul 2018 to Apr 2023
- Raymond James Financial Services, Inc.May 2016 to Apr 2023
- Lakeland FinancialApr 2011 to Apr 2023
- Lakeland Financial ServicesApr 2011 to Apr 2023
- Lakeland BankFeb 2011 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4760376
- Firm CRD
- 7059